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How To Go From Functional Expert To Influential Leader

A few years ago, I was working on a new website redesign. I saw a bunch of issues — UX problems, outdated branding, confusing structure — and I had clear ideas for how to fix them. So I brought my feedback straight to the CEO.


And I did what most high performers do: I told him what was wrong, why I was right, and exactly how we should do it better.


He listened politely… and then said no.


A few days later, a colleague stepped in to support the project. But he took a different approach. He framed it around improving the user journey, increasing lead conversion, and making the brand experience consistent with our company’s growth goals. He made it clear that the vision was aligned with what the CEO already wanted.


He got an immediate yes.


That was the moment it clicked: it’s not about having the best idea.

It’s about positioning the idea so it’s easy to say yes to.


The problem: You’re brilliant… but stuck.


A lot of high performers plateau at the Director level because they don’t understand the real game. It’s not about being the expert. It’s about being influential.


That means:


  • Knowing who you’re talking to

  • Understanding what matters to them

  • And selling your idea like it’s a no-brainer for the business

If you present an airtight case, but your leader doesn’t see how it solves their problems or supports the company’s goals — you’ll still hear “no.”


Not because your idea isn’t good — but because you couldn’t make the case for it.



The fix: Influence, not just information


To move from functional expert to strategic leader, you have to stop thinking like a contributor and start thinking like a lobbyist.


You’re not just sharing ideas — you’re building buy-in.


Here’s how:



Step 1: Frame the decision, not the idea


When you pitch an idea, don’t just explain it — frame the decision your leader needs to make.


The best way to do this is with a simple tool called a Decision Brief. It helps you shift from sharing information to driving alignment and action.


It has four parts:

  • Business Tension – What’s the challenge we’re solving? What’s at stake?

  • What We’re Seeing – The data, signals, or patterns that support taking action

  • What We Recommend – The action you’re proposing, why it makes sense, and what results we expect

  • What We Need – A clear ask: input, alignment, or a decision

Here’s what that looks like in practice:


Don’t say:

“We should redesign the onboarding flow. Here’s what I think we should change and why it’ll improve the experience.”


Say this instead:

Business Tension: Activation rates are down 15% this quarter — we’re losing new users in the first 3 minutes.

What We’re Seeing: Drop-off is concentrated in the first 2 steps of onboarding, based on last month’s funnel data.

What We Recommend: Redesign the first 2 steps to shorten time-to-value and reduce friction. We expect to reduce drop-off by 20% and recover ~$500K in lost user revenue over the next quarter.

What We Need: Alignment on prioritizing this project in next sprint planning.

This simple shift in how you present your ideas positions you as someone who understands business priorities and is ready to lead.



Step 2: Share early to create ownership


Want people to back your ideas? Stop waiting until they’re “perfect.”


Loop in 2–3 internal amplifiers early — peers or senior stakeholders who are credible and connected. Ask for their input. Co-create.


This creates shared ownership — so when it’s time to pitch it higher, they’re already bought in and ready to advocate.


Step 3: Make it an easy yes


Remember, your execs are busy, under pressure, and looking for solutions that help them hit their goals.


Don’t say:

“This project will improve team efficiency by 10%.”


Say:

“This will cut cycle time by 2 days — a big lever for hitting our Q2 delivery targets.”

Tailor your message to what your decision-maker cares about — not just what you think is valuable.

Your job isn’t just to be right. It’s to make saying “yes” feel obvious.


Your Next Steps


Take one idea you’re working on right now and run it through this checklist:


  1. Did I frame it as a decision that matters to the business?

  2. Have I shared it early with at least one amplifier?

  3. Can I tailor it to the top 1–2 priorities of my audience?


If not — pause. Rework. Influence first, then share.


That’s the shift from functional expert to influential leader.


I believe in you, and I’m rooting for you

Maya❤️

 
 
 

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